Kingsview Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 13,084 shares of SCHI stock, worth $297,661. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,084
Previous 10,949 19.5%
Holding current value
$297,661
Previous $245,000 21.22%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$21.85 - $22.76 $46,649 - $48,592
2,135 Added 19.5%
13,084 $297,000
Q1 2025

May 02, 2025
BUY
$21.77 - $22.56 $238,359 - $247,009
10,949 New
10,949 $245,000
Q3 2024

Nov 12, 2024
BUY
$43.73 - $46.29 $393,832 - $416,887
9,006 Added 185.35%
13,865 $640,000
Q2 2024

Aug 14, 2024
SELL
$43.11 - $44.42 $14,312 - $14,747
-332 Reduced 6.4%
4,859 $214,000
Q4 2023

Feb 08, 2024
SELL
$40.96 - $45.17 $3,358 - $3,703
-82 Reduced 1.56%
5,191 $233,000
Q3 2023

Nov 07, 2023
SELL
$42.12 - $44.19 $43,509 - $45,648
-1,033 Reduced 16.38%
5,273 $222,000
Q2 2023

Aug 10, 2023
SELL
$43.63 - $45.06 $79,712 - $82,324
-1,827 Reduced 22.46%
6,306 $277,000
Q1 2023

May 15, 2023
SELL
$42.99 - $45.29 $37,917 - $39,945
-882 Reduced 9.78%
8,133 $363,000
Q4 2022

Feb 13, 2023
SELL
$40.96 - $44.32 $14,090 - $15,246
-344 Reduced 3.68%
9,015 $388,000
Q3 2022

Nov 14, 2022
SELL
$41.61 - $46.11 $12,691 - $14,063
-305 Reduced 3.16%
9,359 $393,000
Q2 2022

Aug 16, 2022
BUY
$43.49 - $47.85 $260 - $287
6 Added 0.06%
9,664 $431,000
Q1 2022

Feb 08, 2024
BUY
$47.33 - $51.36 $212,322 - $230,400
4,486 Added 86.42%
9,677 $0
Q4 2021

Feb 17, 2022
SELL
$51.18 - $52.35 $147,705 - $151,082
-2,886 Reduced 23.01%
9,658 $499,000
Q3 2021

Dec 03, 2021
BUY
$52.2 - $53.14 $22,393 - $22,797
429 Added 3.54%
12,544 $655,000
Q2 2021

Aug 17, 2021
BUY
$51.28 - $52.56 $3,794 - $3,889
74 Added 0.61%
12,115 $635,000
Q1 2021

May 24, 2021
SELL
$51.17 - $53.57 $48,867 - $51,159
-955 Reduced 7.35%
12,041 $619,000
Q4 2020

Feb 16, 2021
SELL
$52.55 - $53.65 $48,818 - $49,840
-929 Reduced 6.67%
12,996 $697,000
Q3 2020

Nov 19, 2020
BUY
$52.3 - $53.48 $2,876 - $2,941
55 Added 0.4%
13,925 $735,000
Q2 2020

Aug 14, 2020
BUY
$47.18 - $52.39 $32,837 - $36,463
696 Added 5.28%
13,870 $726,000
Q1 2020

May 11, 2020
BUY
$43.26 - $52.01 $569,907 - $685,179
13,174 New
13,174 $631,000

Others Institutions Holding SCHI

# of Institutions
241
Shares Held
48.8M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
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More about SCHI
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